Moody National Bank Trust Division’s Community Bank CBU Stock Holding History

Moody National Bank Trust Division’s Portfolio CBU Stock Details CBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	20,547 +3,282	+19%	+$208K	0.11%	177
2026 Q1	$1.01M	Hold	17,265	–	–	0.1%	204
2025 Q4	$992K	Hold	17,265	–	–	0.1%	221
2025 Q3	$1.01M	Hold	17,265	–	–	0.09%	250
2025 Q2	$982K	Hold	17,265	–	–	0.09%	245
2025 Q1	$982K	Hold	17,265	–	–	0.1%	232
2024 Q4	$1.06M	Hold	17,265	–	–	0.11%	221
2024 Q3	$1M	Buy	17,265 +2,414	+16%	+$138K	0.11%	227
2024 Q2	$701K	Hold	14,851	–	–	0.05%	248
2024 Q1	$713K	Buy	14,851 +3,256	+28%	+$152K	0.06%	253
2023 Q4	$604K	Buy	11,595 +5,727	+98%	+$257K	0.05%	292
2023 Q3	$248K	Hold	5,868	–	–	0.02%	541
2023 Q2	$275K	Hold	5,868	–	–	0.02%	534
2023 Q1	$308K	Buy	5,868 +1,271	+28%	+$74.5K	0.03%	504
2022 Q4	$289K	Sell	4,597 -378	-8%	-$23.6K	0.03%	498
2022 Q3	$299K	Buy	+4,975	New	+$328K	0.03%	465

Other funds holding CBU

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Moody National Bank Trust Division's CBU Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Community Bank (CBU) stake by 19% in Q2 2026, buying an estimated $208K and bringing the position to 20,547 shares worth $1.38M. The position accounts for 0.11% of the portfolio, ranked #177.

Moody National Bank Trust Division first reported a position in CBU in Q3 2022 and has held it in 16 quarters since. 72 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Moody National Bank Trust Division held 20,547 shares of Community Bank worth $1.38M as of Q2 2026.
Moody National Bank Trust Division bought 3,282 Community Bank shares in Q2 2026, an estimated $208K.
Community Bank made up 0.11% of Moody National Bank Trust Division's portfolio in Q2 2026, its #177 holding.
Moody National Bank Trust Division first reported a position in Community Bank in Q3 2022 and has held it in 16 quarters since.
72 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.